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Procyon Advisors’s Ares Management ARES Stock Holding History

Procyon Advisors’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,628
Closed -$678K – 476
2025
Q1 		$678K Buy
4,628
+444
+11% +$76.7K 0.04% 321
2024
Q4 		$741K Buy
4,184
+932
+29% +$159K 0.05% 280
2024
Q3 		$507K Buy
3,252
+1,177
+57% +$171K 0.03% 333
2024
Q2 		$277K Buy
2,075
+301
+17% +$41.1K 0.02% 435
2024
Q1 		$236K Sell
1,774
-4
-0.2% -$511 0.02% 461
2023
Q4 		$211K Buy
+1,778
New +$193K 0.02% 478

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Procyon Advisors's ARES Position: Q2 2025 in Review

Procyon Advisors sold out of Ares Management (ARES) in Q2 2025, closing a stake of 4,628 shares — an estimated $678K sold.

Procyon Advisors first reported a position in ARES in Q4 2023 and held it in 6 quarters. The position peaked at $741K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Procyon Advisors reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 4,628 Ares Management shares in Q2 2025, an estimated $678K.
  • Procyon Advisors first reported a position in Ares Management in Q4 2023 and held it in 6 quarters.
  • Procyon Advisors's Ares Management position peaked at $741K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.